02 Oct 2023

Senior Relationship Manager, Trust

Ref 36118

Do you have 3-5 years of Trust experience and are seeking a new role? A growing firm is seeking a Senior Relationship Manager to join their team.

Key responsibilities 

  • Undertaking day-to-day administrative tasks on a group of trust corporate client entities
  • Liaising with clients and their advisors ensuring all requests are met in a timely manner 
  • Ensuring all records and supporting documents are filed and updated 
  • Liaising with banks, investment and other asset managers and agents to ensure client assets are properly managed
  • Undertaking periodic reviews of client entities and ensure all regulatory requirements are complied with 
  • Ensuring debts are cleared in accordance with targets

Ideally you will be qualified or part qualified and have at least 3 years of technical trust experience. In addition strong organisational skills and excellent interpersonal and communication skills are required. if this sounds interesting, please get in touch to register today!

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